6-Month Program

What's Included:

Curriculum:

I. Introduction

A. Program overview

B. Real estate investment fundamentals

C. Multifamily property types and asset classes

II. Millionaire Mindset

A. Developing a wealth mindset

1. Goal setting

2. Visualization techniques

3. Risk tolerance assessment

B. Networking and relationship building

1. Cultivating mentors and partners

2. Engaging with professional associations

C. Time management and productivity

D. Personal financial management and investment strategies

III. Finding a Deal

A. Market research and analysis

1. Identifying target markets

2. Evaluating local economic conditions & demographics

3. Assessing market trends and cycles

B. Property sourcing strategies

1. Off-market properties

2. Online listing platforms

3. Working with brokers and agents

C. Building a deal pipeline

1. Networking and referrals

2. Direct mail and marketing campaigns

3. Social media and digital marketing

IV. Underwriting

A. Financial analysis

1. Property income and expenses

2. Cash flow projections

3. Return on investment calculations

4. Property Improvements & Capital Expenditures

B. Due diligence

1. Property inspections and assessments

2. Environmental and zoning considerations

3. Legal and regulatory compliance

C. Risk assessment and mitigation strategies

D. Deal evaluation and decision making

V. Structuring the Deal

A. Financing options

1. Traditional loans

2. Creative financing techniques

3. Equity partnerships

B. Negotiation strategies

1. Purchase price and terms

2. Contingencies and concessions

3. Closing costs and fees

C. Legal structure and ownership

1. Entity formation and asset protection

2. Joint ventures and partnerships

3. Operating agreements and contracts

VI. Closing the Deal

A. Pre-closing preparations

1. Finalizing financing

2. Insurance and risk management

3. Property management selection

B. Closing process and documentation

1. Title and escrow services

2. Legal and financial paperwork

3. Property transfer and recording

C. Post-closing action items

1. Onboarding property management

2. Tenant communication and relations

3. Asset management and monitoring

VII. Operating the Property

A. Property management best practices

1. Tenant screening and leasing

2. Rent collection and financial management

3. Maintenance and capital improvements

4. The Importance of Speed

B. Value-add strategies

1. Property renovations and upgrades

2. Rent increases and income optimization

3. Expense reduction and operational efficiency

C. Performance monitoring and reporting

1. Financial and operational metrics

2. Benchmarking and market comparisons

3. Periodic property and management reviews

VIII. Exiting the Investment

A. Exit strategies

1. Selling the property

2. Refinancing and cash-out options

3. Tax-deferred exchanges (1031)

B. Timing considerations and market factors

C. Preparing the property for sale

1. Financial and operational improvements

2. Property marketing and presentation

D. Negotiating the sale and closing process

IX. Tools, Templates & Checklists

Weekly Zoom Calls:

Interactive Q&A sessions: Students to prepare questions based on the week's curriculum topic. Justin will address these questions and provide clarification, ensuring that students understand the concepts better.

Case study/Deal evaluation analysis: Present students with real-life multifamily real estate case studies, guiding them through the analysis process and discussing the critical factors that led to the success or failure of the investment.

Role-playing exercises: Simulate negotiation scenarios, where students can practice and develop their skills in a safe environment. This will help students gain confidence when engaging in real negotiations.

Guest speakers: Invite experienced real estate investors, brokers, and other professionals to share their insights and experiences, providing students with practical knowledge and firsthand accounts.

Group discussions: Encourage students to share their thoughts, ideas, and experiences with each other in a collaborative setting. This will promote active learning and help students learn from their peers.

Tool and template walkthroughs: Demonstrate how to use various tools, templates, and checklists provided in the curriculum to streamline and optimize various aspects of real estate investing, such as financial analysis and due diligence.

Soft skill development: Offer training on essential soft skills, such as communication, leadership, and problem-solving, which are crucial for successful real estate investing.

Personal finance and investment strategy reviews: Provide guidance and feedback on students' personal financial plans and investment strategies, ensuring they align with their goals and risk tolerance.

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